Vance Wealth, Inc. Sells in Q4 2024

Vance Wealth, Inc.

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-38.2K
- 2.29%
$33.92 - $36.6 $1.3M - $1.4M
1.63M $56.4M
PG
Procter & Gamble CO

Consumer Defensive
-367
- 0.42%
$161.05 - $179.7 $59.1K - $65.9K
86.9K $14.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-887
- 52.33%
$567.81 - $607.81 $504K - $539K
808 $473K
EFV
Msci Eafe Value ETF

ETFs
-2.55K
- 3.91%
$51.78 - $57.15 $132K - $146K
62.7K $3.29M
EEM
Ishares Msci Emerging Markets

ETFs
-4.64K
- 8.48%
$41.82 - $47.36 $194K - $220K
50.1K $2.1M
EFG
Msci Eafe Growth ETF

ETFs
-1.05K
- 3.96%
$96.83 - $106.88 $101K - $112K
25.4K $2.46M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.56K
- 4.14%
$60.13 - $67.31 $93.7K - $105K
36.1K $2.19M
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.05K
- 0.97%
$80.87 - $87.69 $84.5K - $91.6K
106K $8.64M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-3.19K
- 3.71%
$26.65 - $29.34 $85K - $93.6K
82.9K $2.25M
IWS
Ishares Russell Midcap Value E

ETFs
-863
- 1.91%
$128.08 - $140.32 $111K - $121K
44.3K $5.73M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.46K
- 2.3%
$51.09 - $55.27 $74.7K - $80.8K
62.1K $3.18M
VBR
Vanguard Small Cap Value ETF

ETFs
-750
- 6.5%
$197.36 - $217.3 $148K - $163K
10.8K $2.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-825
- 7.21%
$481.22 - $538.17 $397K - $444K
10.6K $5.43M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.63K
- 20.06%
$54.54 - $61.04 $143K - $160K
10.5K $582K
IWN
Ishares Russell2000 Val ETF

ETFs
-283
- 1.26%
$162.69 - $181.35 $46K - $51.3K
22.2K $3.64M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-3.14K
- 1.26%
$30.18 - $33.87 $94.9K - $106K
246K $7.56M
MSFT
Microsoft Corp

Technology
-141
- 3.57%
$406.35 - $454.46 $57.3K - $64.1K
3.81K $1.6M
LLY
Eli Lilly & CO

Healthcare
-55
- 12.22%
$727.2 - $932.06 $40K - $51.3K
395 $304K
CVX
Chevron Corp

Energy
-572
- 15.08%
$141.15 - $162.53 $80.7K - $93K
3.22K $466K
XOM
Exxon Mobil Corp

Energy
-160
- 2.55%
$105.51 - $125.37 $16.9K - $20.1K
6.11K $657K
IEMG
Ishares Inc

ETFs
-1.44K
- 1.8%
N/A
78.7K $4.22M
GLD
Spdr Gold Trust

ETFs
-295
- 20.6%
$236.59 - $257.5 $69.8K - $76K
1.14K $275K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-448
- 1.61%
$90.66 - $99.46 $40.6K - $44.6K
27.4K $2.49M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-439
- 4.24%
$89.9 - $100.66 $39.5K - $44.2K
9.92K $896K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14
- 0.17%
$442.29 - $483.08 $6.19K - $6.76K
8.43K $3.82M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-328
- 3.35%
$278.19 - $315.36 $91.2K - $103K
9.46K $2.72M
META
Meta Platforms, Inc.

Communication Services
-194
- 5.68%
$554.08 - $632.68 $107K - $123K
3.22K $1.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-753
- 14.84%
$61.52 - $66.5 $46.3K - $50.1K
4.32K $275K
COP
Conocophillips

Energy
-180
- 6.61%
$95.12 - $114.72 $17.1K - $20.6K
2.54K $252K
WMT
Walmart Inc.

Consumer Defensive
-714
- 14.99%
$79.1 - $95.7 $56.5K - $68.3K
4.05K $365K
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 3.66%
$385.02 - $431.37 $8.09K - $9.06K
552 $214K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5
- 0.11%
$74.5 - $78.37 $373 - $392
4.39K $328K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-359
- 1.44%
$121.89 - $135.52 $43.8K - $48.7K
24.6K $3.07M
TXN
Texas Instruments Inc

Technology
-61
- 3.53%
N/A
1.67K $324K
IAU
Ishares Gold Trust

ETFs
-6
- 0.13%
$48.37 - $52.65 $290 - $316
4.47K $221K
Bitwise Bitcoin ETF Tr
-491
- 1.96%
N/A
24.5K $0
BAC
Bank Of America Corp

Financial Services
-1.44K
- 9.59%
$39.22 - $47.77 $56.4K - $68.7K
13.6K $596K
TTD
Trade Desk, Inc.

Technology
-54
- 2.71%
$108.7 - $139.51 $5.87K - $7.53K
1.94K $228K
DIS
Walt Disney CO

Communication Services
-1.04K
- 12.17%
$92.39 - $117.6 $96.4K - $123K
7.53K $838K
BCAL
Southern Calif Bancorp Com

Financial Services
-3.35K
- 8.17%
$13.82 - $17.95 $46.3K - $60.1K
37.6K $622K
SRE
Sempra Energy

Utilities
-29
- 0.53%
$80.81 - $94.77 $2.34K - $2.75K
5.4K $473K
AVGO
Broadcom Inc.

Technology
-263
- 19.2%
$159.67 - $250.0 $42K - $65.8K
1.11K $256K
SPYG
Spdr Portfolio

ETFs
-1.42K
- 4.53%
$81.74 - $91.38 $116K - $130K
29.9K $2.63M
VUG
Vanguard Growth ETF

ETFs
-3
- 0.2%
$378.79 - $428.11 $1.14K - $1.28K
1.5K $616K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.24K
- 3.88%
$198.04 - $221.51 $246K - $275K
30.8K $6.49M
CBRE
Cbre Group, Inc.

Real Estate
-25
- 0.29%
$119.22 - $140.71 $2.98K - $3.52K
8.55K $1.12M
NVDA
Nvidia Corp

Technology
-1.07K
- 6.26%
$117.0 - $148.88 $126K - $160K
16.1K $2.16M
AAPL
Apple Inc.

Technology
-2.39K
- 6.02%
$221.69 - $259.02 $529K - $618K
37.2K $9.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-197
- 2.52%
$370.24 - $418.94 $72.9K - $82.5K
7.63K $3.07M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vance Wealth, Inc. Portfolio

Follow Vance Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email